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Amplify CWP Growth & Income ETF (QDVO) Institutional Ownership

Amplify CWP Growth & Income ETF logo
$29.76 -0.31 (-1.03%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Amplify CWP Growth & Income ETF (NYSEARCA:QDVO)

Number of
Institutional Buyers
(last 12 months)
36
Total
Institutional Inflows
(last 12 months)
$57.51M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$1.31M
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QDVO Institutional Buying and Selling by Quarter

Amplify CWP Growth & Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Tactive Advisors LLC26,577$793K0.2%+3.2%0.108%
6/3/2026NewEdge Advisors LLC14,063$375K0.0%+3.4%0.062%
5/19/2026Cassady Wealth & Retirement Planning LLC46,941$1.37M0.7%+77.1%0.207%
5/19/2026Claris Financial LLC25,259$673K0.4%-18.0%0.111%
5/18/2026Royal Bank of Canada365,086$9.73M0.0%+15.0%1.608%
5/6/2026MTM Investment Management LLC1,700$45K0.0%N/A0.007%
5/5/2026Sigma Planning Corp46,817$1.25M0.0%+3.2%0.206%
5/2/2026CAP Partners LLC16,691$445K0.3%+45.2%0.074%
4/28/2026Ascentis Independent Advisors9,609$256K0.0%N/A0.043%
4/28/2026Latitude Advisors LLC14,102$376K0.2%+26.1%0.063%
4/27/2026Private Advisor Group LLC9,770$260K0.0%N/A0.044%
4/22/2026Janney Montgomery Scott LLC38,927$1.04M0.0%+147.7%0.176%
4/22/2026Onyx Bridge Wealth Group LLC10,173$271K0.0%-16.1%0.046%
4/20/2026Blue Trust Inc.4,086$109K0.0%N/A0.019%
4/16/2026 Tactive Advisors LLC25,749$686K0.2%N/A0.117%
3/3/2026NWF Advisory Services Inc.6,950$202K0.0%N/A0.033%
2/19/2026Claris Financial LLC30,822$894K0.5%N/A0.148%
2/18/2026Mercer Global Advisors Inc. ADV15,000$435K0.0%N/A0.072%
2/18/2026Onyx Bridge Wealth Group LLC12,121$352K0.0%+5.1%0.058%
2/18/2026NewEdge Advisors LLC13,604$395K0.0%+13.0%0.065%
2/17/2026Equitable Holdings Inc.10,187$296K0.0%-22.8%0.049%
2/17/2026Osaic Holdings Inc.69,393$2.01M0.0%N/A0.334%
2/17/2026Royal Bank of Canada317,566$9.22M0.0%+20.0%1.527%
2/13/2026Visionary Wealth Advisors113,043$3.28M0.1%+15.9%0.543%
2/12/2026Jane Street Group LLC9,976$290K0.0%-77.9%0.048%
2/12/2026Steward Partners Investment Advisory LLC65,583$1.90M0.0%+62.1%0.315%
2/12/2026Great Valley Advisor Group Inc.7,570$220K0.0%N/A0.036%
2/11/2026Capital Wealth Planning LLC13,946$405K0.0%+51.5%0.067%
2/11/2026Janney Montgomery Scott LLC15,713$456K0.0%+31.9%0.076%
2/11/2026LPL Financial LLC243,983$7.08M0.0%+17.4%1.173%
2/6/2026Global Retirement Partners LLC3,627$105K0.0%+262.7%0.017%
2/5/2026AlphaCore Capital LLC6,100$177K0.0%N/A0.029%
2/4/2026CAP Partners LLC11,493$334K0.2%N/A0.056%
2/2/2026Souders Financial Advisors14,661$425K0.0%+15.7%0.071%
1/30/2026Sigma Planning Corp45,363$1.32M0.0%N/A0.220%
1/27/2026Latitude Advisors LLC11,183$325K0.1%+61.0%0.055%
1/26/2026Merit Financial Group LLC622,854$18.08M0.1%+3.3%3.117%
1/26/2026CWM LLC1,142$33K0.0%+96.2%0.006%
1/26/2026PFG Investments LLC11,731$340K0.0%N/A0.059%
1/20/2026Stratos Wealth Partners LTD.34,324$996K0.0%N/A0.174%
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1/12/2026Traynor Capital Management Inc.7,433$216K0.0%N/A0.038%
1/9/2026Clear Trail Advisors LLC10,860$315K0.1%N/A0.055%
1/8/2026Wealth Enhancement Advisory Services LLC7,907$231K0.0%N/A0.041%
11/17/2025NewEdge Advisors LLC12,039$350K0.0%N/A0.088%
11/17/2025Bank of America Corp DE49,698$1.44M0.0%N/A0.364%
11/14/2025Raymond James Financial Inc.644,420$18.71M0.0%+822.2%4.721%
11/14/2025Equitable Holdings Inc.13,192$383K0.0%N/A0.097%
11/14/2025Capital Wealth Planning LLC9,203$267K0.0%+22.4%0.067%
11/4/2025Souders Financial Advisors12,673$368K0.0%N/A0.094%
10/31/2025Latitude Advisors LLC6,944$202K0.1%N/A0.052%
10/21/2025Global Retirement Partners LLC1,000$29K0.0%N/A0.008%
10/20/2025Merit Financial Group LLC602,802$17.51M0.2%N/A4.416%
8/15/2025Visionary Wealth Advisors82,392$2.27M0.1%+38.1%1.458%
8/14/2025Raymond James Financial Inc.69,879$1.93M0.0%N/A1.237%
8/12/2025Steward Partners Investment Advisory LLC2,837$78K0.0%N/A0.050%
8/5/2025Bank of Montreal Can33,766$932K0.0%N/A0.819%
7/30/2025Onyx Bridge Wealth Group LLC11,534$318K0.0%+4.0%0.280%
7/17/2025Janney Montgomery Scott LLC8,003$221K0.0%N/A0.239%
5/19/2025Jane Street Group LLC14,390$353K0.0%N/A0.872%
4/29/2025Onyx Bridge Wealth Group LLC11,086$272K0.0%+15.0%0.792%
2/17/2025Visionary Wealth Advisors38,274$1.03M0.1%N/A0.000%
2/17/2025Citadel Advisors LLC9,744$261K0.0%-78.2%0.000%
2/13/2025Jaffetilchin Investment Partners LLC18,222$488K0.0%N/A0.000%
1/27/2025Onyx Bridge Wealth Group LLC9,643$258K0.0%N/A0.000%
11/15/2024Jane Street Group LLC48,713$1.24M0.0%N/A0.000%


QDVO Institutional Ownership - Frequently Asked Questions

During the previous two years, 39 institutional investors and hedge funds held shares of Amplify CWP Growth & Income ETF. The most heavily invested institutionals were Raymond James Financial Inc. ($18.71M), Merit Financial Group LLC ($18.08M), Royal Bank of Canada ($9.73M), LPL Financial LLC ($7.08M), Visionary Wealth Advisors ($3.28M), Osaic Holdings Inc. ($2.01M), and Steward Partners Investment Advisory LLC ($1.90M).Learn more on Amplify CWP Growth & Income ETF's institutional investors.

Of the 38 institutional investors that purchased Amplify CWP Growth & Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($644.42K), Merit Financial Group LLC ($622.85K), Royal Bank of Canada ($100.45K), Visionary Wealth Advisors ($76.53K), Osaic Holdings Inc. ($69.39K), Jane Street Group LLC ($63.10K), and Bank of America Corp DE ($49.70K).

Institutional investors have bought a total of 2,000,118 shares in the last 24 months. This purchase volume represents approximately $57.51M in transactions.

The following institutional investors have sold Amplify CWP Growth & Income ETF stock in the last 24 months: Jane Street Group LLC ($35.27K), Claris Financial LLC ($5.56K), Equitable Holdings Inc. ($3.01K), and Onyx Bridge Wealth Group LLC ($1.95K).

Institutional investors have sold a total of 45,781 shares in the last 24 months. This volume of shares sold represents approximately $1.31M in transactions.


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This page (NYSEARCA:QDVO) was last updated on 7/13/2026 by MarketBeat.com Staff.
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